AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.69T
$9.82M 0.54%
19,752
+150
VUG icon
27
Vanguard Growth ETF
VUG
$197B
$9.23M 0.51%
21,057
+93
WMT icon
28
Walmart
WMT
$818B
$9.12M 0.5%
93,267
-238
NVDA icon
29
NVIDIA
NVDA
$4.58T
$8.73M 0.48%
55,274
+1,573
IEMG icon
30
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$8.54M 0.47%
142,199
+4,963
DFCF icon
31
Dimensional Core Fixed Income ETF
DFCF
$8.09B
$8.38M 0.46%
198,224
+2,930
MUB icon
32
iShares National Muni Bond ETF
MUB
$40.2B
$6.8M 0.37%
65,075
-5,787
VCIT icon
33
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.6B
$6.14M 0.34%
74,034
+3,600
JPM icon
34
JPMorgan Chase
JPM
$855B
$5.84M 0.32%
20,153
+48
AMZN icon
35
Amazon
AMZN
$2.61T
$5.69M 0.31%
25,922
-423
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.36T
$5.67M 0.31%
32,195
+568
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.08T
$5.32M 0.29%
10,950
+7
V icon
38
Visa
V
$648B
$5.25M 0.29%
14,787
-4
IWR icon
39
iShares Russell Mid-Cap ETF
IWR
$44.4B
$5.16M 0.28%
56,152
-1,444
SCHF icon
40
Schwab International Equity ETF
SCHF
$52.4B
$4.63M 0.25%
209,296
-14,275
IEI icon
41
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$4.36M 0.24%
36,641
+6,789
VTV icon
42
Vanguard Value ETF
VTV
$147B
$4.07M 0.22%
23,046
+1,881
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$38.9B
$3.85M 0.21%
48,868
-2,883
IWD icon
44
iShares Russell 1000 Value ETF
IWD
$64.9B
$3.82M 0.21%
19,692
-80
VGIT icon
45
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$3.8M 0.21%
63,558
+1,480
EFA icon
46
iShares MSCI EAFE ETF
EFA
$68B
$3.75M 0.21%
41,953
-1,227
IYW icon
47
iShares US Technology ETF
IYW
$22.4B
$3.59M 0.2%
20,713
-190
SPY icon
48
SPDR S&P 500 ETF Trust
SPY
$666B
$3.55M 0.2%
5,744
+250
VBK icon
49
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$3.49M 0.19%
12,590
XLK icon
50
Technology Select Sector SPDR Fund
XLK
$94.7B
$3.37M 0.18%
13,291
+94
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